# Wallick Investments

Wallick Investments is a Multi Family Office based in Columbia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Columbia, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://wallickinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/wallickinvestments

## Regulatory record

- **CRD number:** 162976
- **SEC file number:** 801-133719
- **Registration status:** Registered
- **Reports private funds:** No

## About

Wallick Investments is a fee-only Registered Investment Advisory firm focused on faith-based factor investing. All of its investment strategies are evidence-based, Catholic and Biblically Responsible. The firm assists individuals with IRAs and taxable accounts, institutions with 401Ks, corporate pensions, foundations and endowments, and other financial advisors through sub-advisory agreements.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Lisa Breese — Community Relations Coordinator
- Jacob D. Wallick — Managing Partner Associate
- Susan H. Wallick — principal
- Marc L. Murray — principal and senior portfolio manager
- Wade Stinnette — principal and senior portfolio manager

## Related profiles

- [Effissimo Capital Management Pte Ltd](https://altss.com/profile/effissimo-capital-management-pte-ltd)
- [ARCANO CAPITAL ADVISORS, S.L.](https://altss.com/profile/arcano-capital-advisors-sl)

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Updated: 2026-08-11T15:08:32.892Z

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